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What is inSitu Sales?

inSitu Sales offers a robust mobile sales application that includes features such as route management, order processing, and inventory oversight, among other tools designed to enhance the sales workflow. By equipping sales teams with mobile devices and access to up-to-the-minute data, they can efficiently handle customer interactions, monitor stock levels, and manage order fulfillment while on the move. This solution serves as an integrated cloud-based mobile order management system compatible with various ERP platforms like QuickBooks®, Xero, SAP, and Excel. Additionally, our B2B eCommerce solutions are tailored to support seamless online transactions between businesses. The platform provides an intuitive interface that allows companies to build their online catalogs, display products, and enable customers to place orders directly through the system. This not only simplifies the ordering process but also facilitates effective management and fulfillment of customer orders while offering clients a convenient self-service option. Ultimately, inSitu Sales' B2B eCommerce solutions are designed to elevate the overall purchasing experience for businesses by merging the convenience of online ordering with the vital personalized service and relationship management required in B2B dealings. Through these innovations, businesses can enjoy increased efficiency and stronger customer relationships.

What is HubSoft?

Sales representatives operating in dynamic environments require intuitive and readily available tools for their sales activities, which should include quick order entry and accurate reporting features. Customizable catalogs enhance online presentations, allowing for collaboration between sales reps and clients as they can evaluate products and jot down notes while working together on orders. Users have the capability to place immediate orders based on current inventory levels or set up preseason orders, with the option to leverage sales data from previous seasons to promote year-over-year growth. Sales dashboards offer insights from two past periods, facilitating comparative analysis of sales performance across different territories and top-selling products. During the initial rollout of B2B services, sales representatives are provided with training sessions, and they can take advantage of ongoing refresher courses throughout the year to ensure continuous improvement. The platform enables users to efficiently track order statuses and retrieve invoices directly through the portal, which removes the necessity of contacting Customer Service for assistance. Additionally, the system provides direct access to marketing launch materials, social media graphics, and promotional content for products, which can be easily downloaded, thereby enriching the sales experience. This combination of features not only simplifies the sales workflow but also strengthens the connections between sales teams and their customers, leading to more effective partnerships. Ultimately, these tools create a more engaging and productive environment for both sales representatives and their clients.

Media

Media

Integrations Supported

Odoo
QuickBooks Online
QuickBooks Online Advanced
Fishbowl
SuiteMaster

Integrations Supported

Odoo
QuickBooks Online
QuickBooks Online Advanced
Agicap
Avalara
BlueCherry
Booked it
Components Engine
ECI
Enapps ERP
Flit2GO
Habsy
My Country Mobile
Oracle SOA
Sage 100
StackScan
ZEPIC

API Availability

API Availability

Pricing Information

$34.99/month/user
Discounts Available With Annual Billing
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training

Company Facts

Organization Name

inSitu Sales

Date Founded

2017

Company Location

United States

Company Website

www.insitusales.com

Company Facts

Organization Name

HubSoft

Company Website

www.hubsoft.com

Categories and Features

B2B eCommerce

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing

Direct Store Delivery

Not specified

eCommerce

Not specified

Field Sales

Fast Estimates
Inventory Management
Invoices
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Time Clock

Online Ordering

Not specified

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Sales Enablement

Not specified

Sales Force Automation

Contact Management
Contract Management
Customer Database
Field Sales Management
Performance Metrics
Proposal Generation
Territory Management

Tradesman Job Management

Invoicing
Payments
Quoting

Categories and Features

B2B eCommerce

Not specified

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